+63.4%
VSH vs AHR
+26.3%
+37.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.6% | -7.7% | -4.1% |
| 7D | -13.6% | +9.5% | -23.1% | -10.6% |
| 30D | -30.4% | +11.7% | -42.0% | -27.4% |
| 3M | -33.3% | +4.0% | -37.3% | -31.4% |
| 6M | -15.1% | +13.5% | -28.6% | -11.9% |
| YTD | +80.2% | +21.6% | +58.6% | +86.7% |
| 1Y | +63.4% | +25.1% | +38.3% | +72.6% |
| All | +63.4% | +26.3% | +37.1% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling